my monthly expense report taxbot chart

Would you like an app that is going to help you budget daily and ready your expense report before Tax season comes?

Check out this app:

If you are alerted of your daily expenses and you can see the big picture of where your money goes, would you be able to save more each day and not incur late fees and other unnecessary costs?

To save first is our goal and then lower our daily expenses and pay ourselves first in form of savings plan, be it through your IRA/401k , index annuities or perm life such as Index Universal Life and/or whole life Insurance or other safe investments.

Seek a financial planner who can help you navigate through your retirement years with total protection from asset, health threats such as disability and long term care, income, estate, retirement, life, wealth and many unforeseen future events.

Ensure proper protection first and start your wealth building and review yearly with your financial planner. Every working adults must have a financial planner who can strategically plan for your retirement.

Know your current financial scenario to equip yourself with all the tools that a financial planner can provide.

Connie Dello Buono

Financial Planner

CA Life and Health Lic 0G60621


1708 Hallmark Lane San Jose CA 95124

Offices: San Jose, San Ramon, Peninsula and other locations